See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,586 | $91,190-81.8% | $178,490-90.7% | $79,858-79.2% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 23.51% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $261 | $3,256-92.0% | $5,011-94.8% | $2,471-89.4% |
| Participant deferral / active EE | $2,078 | $3,236-35.8% | $5,202-60.1% | $3,740-44.4% |
| Admin fee / account holder | $133 | $6,751-98.0% | $13,984-99.0% | $5,306-97.5% |